Mark’s financial planning practice focuses on income tax advantaged wealth accumulation, preservation and retirement funding strategies. He works hand-in-hand with his clients to help them identify, evaluate and implement strategies to achieve their financial goals and objectives.
While Mark was serving in the U.S. Navy for eight years as an Anti-submarine Warfare Specialist, he earned his B.S. in Electronic Engineering. Prior to joining the Financial Planning industry, Mark worked as a Systems engineer for 11 years for the U.S. Navy.